Anic Equity¶
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Total return since start: 0.571 %¶
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Equity now: -----------------------------> 48000.68 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46605.72 Kr¶
PnL: ---------------------------------------> -282.85 Kr¶
DD now: ---------------------------------> -1.294 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 10:58:11.283941'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -0.490000 | 3192.800000 | 221.800000 | 7.470000 | 2971.000006 |
| HEBA B | 70 | -0.990000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.350000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | 1.490000 | 642.510000 | 65.510000 | 11.350000 | 576.999999 |
| AcadeMedia | 12 | 0.000000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| MedCap | 2 | 0.000000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.280000 | 391.900000 | 36.900000 | 10.390000 | 355.000000 |
| Boozt | 12 | 0.140000 | 1690.800000 | 36.800000 | 2.220000 | 1653.999996 |
| HMS Networks | 2 | -1.120000 | 709.200000 | 36.200000 | 5.380000 | 673.000000 |
| SAAB B | 8 | 0.280000 | 3412.800000 | 35.800000 | 1.060000 | 3377.000000 |
| Resurs Holding | 22 | 0.360000 | 605.880000 | 31.880000 | 5.550000 | 573.999998 |
| Norva24 Group | 16 | -0.280000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | -0.330000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Eastnine | 4 | -0.310000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Swedbank A | 3 | 1.820000 | 578.850000 | 14.850000 | 2.630000 | 564.000000 |
| Securitas B | 6 | 0.700000 | 584.040000 | 14.040000 | 2.460000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.290000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| OEM International B | 7 | -0.770000 | 540.400000 | 12.400000 | 2.350000 | 527.999997 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.870000 | 550.750000 | 4.750000 | 0.870000 | 546.000000 |
| Nordea Bank Abp | 29 | 0.420000 | 3458.540000 | 4.540000 | 0.130000 | 3453.999992 |
| CTEK | 13 | 0.070000 | 537.030000 | 3.030000 | 0.570000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.290000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Midsona B | 63 | 0.000000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity B | 2 | -0.500000 | 560.400000 | -13.600000 | -2.370000 | 574.000000 |
| Essity A | 4 | -0.880000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.780000 | 559.000000 | -35.570000 | -5.980000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.090000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Vivesto | 1368 | -2.030000 | 540.360000 | -72.640000 | -11.850000 | 612.999432 |
| Axfood | 13 | -0.210000 | 3653.000000 | -103.000000 | -2.740000 | 3756.000001 |
| Fasadgruppen Group | 35 | 3.700000 | 3626.000000 | -185.000000 | -4.850000 | 3810.999990 |
| OX2 | 18 | -1.690000 | 1415.700000 | -248.300000 | -14.920000 | 1663.999992 |
| Ovzon | 52 | -1.070000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46603.940000 | -284.630000 | -1.29754% | 46888.564618 |
Updated:¶
'2023-01-24 10:57:32.493175'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
